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Advisory and accounting: how to become a trusted advisor

Are business worries keeping your clients up at night? As a business tries to grow, the pressure, stress and uncertainty involved can often be overwhelming.

Is automation meaning you have additional time in your working week but you’re finding your billable hours are decreasing? If so, you can see this as an opportunity to offer new, higher-value services to help you win more business and retain your current clients.

By introducing compliance, performance and strategic advisory services to your clients, you can become their trusted advisor. See it as an opportunity to share any advice you can give them and you could see your respective businesses flourish.

How to talk to your clients

Any chance you have to speak with your clients is an opportunity to offer additional value. As your clients’ trusted advisor, you want to make them aware of any opportunity to grow their business. However, you also need to look at your own internal practices – are you managing their expenses as efficiently as possible? Are there any shortcuts or quick wins you can implement to help them make stronger, more data-driven decisions?

Make your advice count

Your time is precious. Every hour you spend advising clients is worth hundreds of dollars. Not only do you want to make sure you’re spending your time wisely, but giving bad advice also means putting your reputation at risk – make sure you’re always using up-to-date and accurate data to advise your clients.

How can Receipt Bank help?

With Receipt Bank, you can ensure you have all of the right information in the right place and at the right time. And the best part? Your data is always 100% accurate – saving you countless hours that could be better spent with your clients.

What we believe

YOUR TIME IS WORTH MORE

You have better things to do than storing, organising and typing up receipts and bills. We help you make the most of your time to reach your goals.

THE CLOUD CAN HELP YOUR BUSINESS

Real-time visibility used to require a full financial department. Storing that data in the cloud gives that power to every business, no matter the size.

COMPLIANCE HAS NEVER BEEN EASIER

Receipt Bank is the easiest and most secure way to make sure your business adheres to ATO compliance laws, completely hassle-free.

Choose the right product for you

Our solutions take you from essential data extraction through advanced automation to full process perfection. Our team will guide your through the options available to reach and surpass your goals.

Streamline

All your bookkeeping data, easy automation

Easily source, process and automate your clients’ transaction data

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Instant document capture

  • Free mobile app for clients
  • Auto-fetch invoices from suppliers
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ACCURATE EXTRACTION

  • Extract data with 99% accuracy
  • Bank statement extraction
  • Accelerated processing speeds
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Smart Automation

  • Set rules to automatically split or categorise transactions
  • Hands-free ledger publishing
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Easy Data Management

  • Secure data storage and archiving
  • Connect to your accounting software
  • Smart bank feed matching
  • Duplicate transaction alerts
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Instant communication tools

  • Targeted messaging via app or web to resolve bookkeeping issues
  • AI-powered submission reminders

Optimize

In-depth analysis, insight and reports.

Full practice visibility to track and improve internal processes

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Team efficiency tools

  • Deadline tracking
  • Client reporting and analysis
  • Track workload and priorities at a glance
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Firmwide process analysis

  • Monitor firm efficiency over time
  • Track workflows across multiple teams
  • Onboarding visibility across your whole client base
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Advanced Data Management

  • Close the month faster with instant reports of missing documentation to share with clients
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Premium business support

  • Process efficiency consulting
  • Bespoke client onboarding service
  • Personal account management
View Plans & features

For a 20-minute demo or to speak to one of our advisors, call us now on 1800-107-451

“You need people who are more client-facing, who have good communication skills and can talk to clients. Using Receipt Bank and other cloud-based tools has enabled efficient growth, and more time to spend problem-solving with staff and developing the team. The amount I’ve seen my team develop and increase efficiency through five-minute conversations has been incredible. It’s a leap forward in efficiencies and staff development.”

Dave Gorte, founder of Australian accountancy firm Sky Books

Take control of your costs

Invest in training for your staff to develop transitional skills, and integrate compliance technology into your firm. The two can work hand in hand.

  1. FLEXIBLE, ATTRACTIVE PRICES

    Flexible options to fit your needs: attractive price per client and unlimited data/unlimited use options.

  2. EXPERT ADVICE

    We’ve already helped over 50,000 accountants and bookkeepers around the world (including over 11,000 in Australia) boost their efficiency. Get the advice and support you need.

  3. WORLD CLASS CUSTOMER SUPPORT

    Experts on hand at the click of a button.

*Source: Gartner (IDC)

We’d love to speak to you

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